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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,657 | $63,346-43.7% | $92,239-61.3% | $70,124-49.2% |
| Participation rate | 27.3% | 68.7%-41.4pp | 76.5%-49.2pp | 69.5%-42.3pp |
| Annual return | 14.60% | 530.19%-515.6pp | 176.29%-161.7pp | 73.14%-58.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $922 | $2,854-67.7% | $3,897-76.3% | $3,332-72.3% |
| Admin fee / account holder | $0 | $3,841-100.0% | $5,194-100.0% | $4,645-100.0% |